ROBERT STRONACH DUNN NORTHCOAT (Adviser# 000269917) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 5, 2008.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT STRONACH DUNN NORTHCOAT |
| Adviser Number | 000269917 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000327250 ECHELON WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 86130835380 |
| Adviser Start Date | 2008-09-05 |
| Appointing Representative Name | NORTHCOATS PTY LTD |
| Appointing Representative Number | 000269916 |
| Appointing Representative ABN | 45063546967 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner (CFP) Accreditation | FPA |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Tax (Financial) Advisor | Tax Practitioners Board |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000327250 | ECHELON WEALTH MANAGEMENT PTY LTD | 2008-09-05 - | NORTHCOATS PTY LTD |
| Licence Name | ECHELON WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000327250 |
| Licence ABN | 86130835380 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.